Atlantic Private Wealth, LLC

DOSSIER · 13F-HR · Q1 2026

Atlantic Private Wealth, LLC

$153M in tracked AUM across 315 positions as of Q1 2026.

AP

CIK 0001893143 · last filed Mar 31, 2026

Total AUM

$153M

as of Q1 2026

Holdings

315

—

positions

Whale Score

56

56

tracked

Activity

—

no data

changes this Q

AI Analysis · Q1 2026

Atlantic Private Wealth, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

SPY

SPDR S&P500 ETF (trust Trust Unit Depositary Receipt)

$43M66K28.1%02

VTI

Vanguard Idx Fund

$17M52K10.8%03

VXUS

Vanguard Total (international Stock Index Fund)

$8M99K5.0%04

IBTP

iShares iBonds Dec 2034 Term Treasury ETF

$6M231K3.9%05

VXF

Vanguard Extended (markets Index Fund)

$6M28K3.8%06

IBTG

iShares iBonds Dec 2026 Term Treasury ETF

$6M243K3.6%07

IBTM

iShares iBonds Dec 2032 Term Treasury ETF

$5M235K3.5%08

ESGV

Vanguard World FD (esg US STK Etf)

$5M43K3.2%09

IBTH

iShares iBonds Dec 2027 Term Treasury ETF